Meta Jumps 7%, Nvidia Falls 8% as AI Chiefs Urge Slowing Frontier Models

Price ActionIndustryMacro Impact 4
โดย Yahoo Finance·USKR·Read original
Summary · why it matters

Meta Platforms climbed 7.12% over the past week to $660.71 while Nvidia fell 8.38% to $210.82 after Anthropic CEO Dario Amodei, OpenAI CEO Sam Altman and Elon Musk publicly called for slowing frontier AI model development. Amodei wrote on Saturday that AI companies must slow the pace at which they improve model capabilities, citing risks of losing control of AI systems, cyberattacks, bioterrorism and economic disruption; Altman replied on X that he agreed and later clarified that pacing does not mean stopping, and Musk posted that Amodei is right, though no company has announced any change to its development plans. The selling concentrated in the AI buildout chain, with Corning down 7.5%, Arm Holdings, Marvell and CoreWeave each sliding 6%, Intel and Hewlett Packard down more than 5%, ASML down 9.5%, SoftBank Group down 10.7% in Tokyo, Samsung Electronics off 5% and South Korea's Kospi down more than 3%, while enterprise software names Workday, Adobe, Intuit and Autodesk each rose more than 2% premarket. Separately, Altman told Fortune that OpenAI will not go public this year, saying that given everything happening with safety, right now would be an ill-advised moment to go public. Market odds for a Federal Reserve rate hike on Wednesday sit at about 85% after hotter than expected core inflation on Friday, with the 10-year Treasury yield at 4.95%, and investors are watching whether any hyperscaler adjusts capex plans currently set at $130 to $145 billion at Meta and roughly $175 billion at Microsoft.

Impact on stocks 21

Artificial Intelligence▲ · 10 stocks
Cloud & Digital Infrastructure▲ · 3 stocks
Financials▲ · 2 stocks
Semiconductors▲ · 2 stocks
Spatial Computing / AR/VR▲ · 2 stocks
Others▲ · 2 stocks

Off-coverage companies 2

AnthropicPrivate± Mixed
relevance

OpenAIPrivate± Mixed
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